Sumitomo Mitsui Trust Group Portfolio holdings
Sumitomo Mitsui Trust Group, Inc., originally founded in 1924 as Sumitomo Trust Co., Ltd., and headquartered in Tokyo, Japan, is a major Japanese financial holding company that evolved through the 2011 merger of Chuo Mitsui Trust Holdings and Sumitomo Trust and Banking Co., Ltd., forming its core entity, Sumitomo Mitsui Trust Bank. Renamed from Sumitomo Mitsui Trust Holdings in October 2024, it is Japan’s largest trust bank and fifth-largest bank by assets, managing hundreds of billions through services like trust banking, asset management, real estate, and financial brokerage for retail and institutional clients. Distinct from the Sumitomo Mitsui Financial Group despite shared historical roots in the Sumitomo and Mitsui conglomerates, the group emphasizes sustainability and long-term client solutions, operating globally with subsidiaries in cities like New York, London, and Hong Kong. Under leaders like Chairman Kazuo Ohmori, it blends a century-long legacy with modern financial innovation, focusing on pension funds, real estate trusts, and ESG-driven investments.
Top Buys
| 1 |
Coinbase
COIN
|
+$830M |
| 2 |
UiPath
PATH
|
+$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$337M |
| 4 |
Twilio
TWLO
|
+$292M |
| 5 |
Tesla
TSLA
|
+$234M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.18B |
| 2 |
Apple
AAPL
|
+$757M |
| 3 |
Microsoft
MSFT
|
+$477M |
| 4 |
Intellia Therapeutics
NTLA
|
+$272M |
| 5 |
Amazon
AMZN
|
+$263M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
LSI
776
DELISTED
Life Storage, Inc.
LSI
| $11.7M | 0.01% |
108,964
-11,806
| -10% | -$1.27M |
|
|
SRC
777
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $11.7M | 0.01% |
243,729
-23,679
| -9% | -$1.13M |
|
778
iShares MSCI Emerging Markets ETF
EEM
$19.7B
| $11.4M | 0.01% |
207,538
| – | – |
|
|
LSXMA
779
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $11.4M | 0.01% |
333,348
-34,423
| -9% | -$1.18M |
|
780
Vale
VALE
$44.7B
| $11.4M | 0.01% |
499,618
-23,608
| -5% | -$538K |
|
|
ONEM
781
DELISTED
1Life Healthcare, Inc. Common Stock
ONEM
| $11.3M | 0.01% |
+342,802
| New | +$11.3M |
|
|
BLDP
782
Ballard Power Systems
BLDP
$583M
| $11M | 0.01% |
604,542
-10,064
| -2% | -$182K |
|
783
Highwoods Properties
HIW
$3.42B
| $10.9M | 0.01% |
241,419
+885
| +0.4% | +$40K |
|
784
Hercules Capital
HTGC
$3.51B
| $10.5M | 0.01% |
618,222
-127,485
| -17% | -$2.17M |
|
|
AUY
785
DELISTED
Yamana Gold, Inc.
AUY
| $10.5M | 0.01% |
2,501,949
-259,229
| -9% | -$1.09M |
|
786
Cibus
CBUS
$74.6M
| $10.2M | 0.01% |
50,799
-1,567
| -3% | -$315K |
|
787
iQIYI
IQ
$2.52B
| $9.94M | 0.01% |
638,140
-44,516
| -7% | -$694K |
|
788
Ryman Hospitality Properties
RHP
$6.29B
| $9.9M | 0.01% |
125,421
-8,012
| -6% | -$633K |
|
789
Ambev
ABEV
$35.2B
| $9.86M | 0.01% |
2,867,540
-22,727
| -0.8% | -$78.2K |
|
|
HPP
790
Hudson Pacific Properties
HPP
$1.11B
| $9.85M | 0.01% |
353,883
-29,470
| -8% | -$820K |
|
791
Main Street Capital
MAIN
$5.92B
| $9.64M | 0.01% |
234,505
-60,343
| -20% | -$2.48M |
|
792
Autohome
ATHM
$3.42B
| $9.61M | 0.01% |
150,205
+1,845
| +1% | +$118K |
|
793
3D Systems Corporation
DDD
$272M
| $9.6M | 0.01% |
+240,226
| New | +$9.6M |
|
794
Brixmor Property Group
BRX
$8.52B
| $9.59M | 0.01% |
418,900
-60,284
| -13% | -$1.38M |
|
795
Toll Brothers
TOL
$13.8B
| $9.46M | 0.01% |
163,623
-6,804
| -4% | -$393K |
|
|
MBT
796
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $9.45M | 0.01% |
1,020,055
-69,410
| -6% | -$643K |
|
|
JOYY
797
JOYY Inc. American Depositary Shares
JOYY
$3.2B
| $9.38M | 0.01% |
142,130
+15,960
| +13% | +$1.05M |
|
798
EastGroup Properties
EGP
$8.76B
| $9.36M | 0.01% |
56,918
-6,426
| -10% | -$1.06M |
|
799
Enterprise Products Partners
EPD
$68.4B
| $9.12M | 0.01% |
378,000
-28,000
| -7% | -$676K |
|
800
Prospect Capital
PSEC
$1.31B
| $9.01M | 0.01% |
1,073,499
-145,809
| -12% | -$1.22M |
|